All Private debt articles
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Technical guideStewardship in private debt: A technical guide
Based on discussions with investors in private debt, we explore four stewardship tools and the ability of investors to exert influence at different points in the investment life cycle.
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Case studyImproving borrowers’ environmental, social and governance reporting to lenders
A group of leading alternative asset managers and industry bodies launched an integrated disclosure template which provides borrowers with a standardised reporting tool.
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Case studyILX Fund I: Mobilising private capital towards emerging markets
The Investors Against Slavery and Trafficking Asia Pacific (IAST APAC) initiative is an investor-led, multistakeholder project established in 2020 to engage with companies in the Asia-Pacific region to promote effective action in finding, fixing and preventing modern slavery in operations and supply chains.
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PRI Web PagePRI asset class and asset owner guidance advisory committees: call for new members
The PRI is looking for signatories to join its asset class and asset owner guidance advisory committees.
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Discussion paperESG incorporation in direct lending: A guide for private debt investors
A PRI survey of private debt market participants has found significant advances in ESG incorporation, engagement, and other practices. This paper provides insights into the state of play for responsible investors in this market.
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DDQResponsible investment DDQ for private debt investors
This DDQ has been developed to help investors better understand and evaluate private debt managers’ approaches to responsible investment
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Blog postFinancing biodiversity through private capital investments
By Caroline Flammer, Columbia University, NBER and ECGI
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PRI Web PageShare your views on ESG in private debt
The PRI is calling for limited and general partners in private debt funds to participate in a survey, and/or one-to-one interviews, to inform an upcoming report.
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Case studyAlbaCore Capital Group: Carbon conscious investing
Measuring the carbon footprint of private credit issuers
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Discussion paperThe thematic ESG approach in US municipal bonds
US municipal (muni) bonds play an important role in funding public services and infrastructure, hence they are fundamentally well positioned for responsible investment strategies. Muni bond issuers will be key in the transition to a low carbon economy.
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Case studyKandeo: Implementing ESG action plans
Implementing systems to manage ESG risks within portfolio companies
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PodcastESG in private debt: Episode 1
In this episode, the PRI’s head of fixed income, Carmen Nuzzo speaks with Adam Heltzer of Ares Management and Faith Rosenfeld of HPS Investment Partners, to discuss how private debt investors are incorporating ESG into their investment practices.
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Technical guideThe PC-PE ESG Factor Map
The PRI has worked with signatories on a new private credit (PC)-private equity (PE) ESG Factor Map. The Map aims to streamline the environmental, social and governance (ESG) information shared during the investment process. It is designed to facilitate collaboration between sponsors, co-investors and lenders and integrates existing ESG standards ...
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WebinarUS municipal bonds: addressing the data differences for ESG integration
Does the ESG data used by investors to assess US municipal and corporate bonds differ, and is there enough self-reported issuer data available? Which ESG risk area has the biggest data limitations, and what role could bondholder engagement play in enhancing data disclosure? Featuring a muni bond issuer, an investor ...
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Blog postPrivate equity sponsors and lenders align to standardise ESG disclosure during due diligence
By Sanaz Raczynski, Head of ESG at Kohlberg & Company; Allison Spector, Head of ESG at One Rock Capital Partners and formerly at Churchill from Nuveen; Peter Dunbar, Senior Specialist and Carmen Nuzzo, Head of Fixed Income, Investment Practices, PRI
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WebinarESG Integration in the US Municipal Bond Market
This webinar will present the main findings from ESG Integration in Sub-Sovereign Debt: The US Municipal Bond Market, the first in a series of reports examining this unique and diverse market segment.
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Discussion paperESG Integration in Sub-Sovereign Debt: The US Municipal Bond Market
Momentum is building for investors in US municipal bonds to incorporate environmental, social and governance factors systematically in their analysis and valuations, however they face multiple challenges.
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Discussion paperESG incorporation in securitised products: The challenges ahead
ESG incorporation in securitised products lags other fixed income sub-asset classes and is in its infancy – largely due to the complex nature of the market. However, investor interest is growing.
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Case studyEU taxonomy alignment case study: responsAbility
Case study by responsAbility Investments AG
